Warren Buffett has not seen many notable opportunities in the stock market over the past year. In 2024, he and Berkshire Hathaway Inc. (BRK. A -0.02%) (BRK. B 0.07%) sold stocks worth over $143 billion. This holding company divested most of its shares in well-known brands, including Apple and Bank of America.
The vast majority of the proceeds from the sale of these stocks were used to pay record breaking tax bills and increase the amount of cash and treasury bills. But Buffett made it clear in his February letter to shareholders that "Berkshire will never prefer ownership of cash equivalent assets over ownership of high-quality businesses, whether controlled or only partially owned.
To this end, Buffett was able to invest approximately $2.6 billion of Berkshire's assets in six publicly traded stocks in the fourth quarter. Here are the things investors need to know and which one is currently the best opportunity.
Here are all six stocks that Buffett just purchased for Berkshire Hathaway
Berkshire Hathaway reported a net increase of approximately $3.4 billion in stock purchases in the fourth quarter. But not every equity purchase made by Berkshire Hathaway is a US listed company. Buffett stated that it has also increased its investment in Japan this quarter and may have purchased other non market stocks.
Here are six publicly traded US stocks added by Buffett and his team to Berkshire Hathaway's investment portfolio, along with the amount they spent on purchasing the stocks.
- Western Oil Company, $409.1 million.
VeriSign， 89.9 million US dollars.
Sirius XM, $296.8 million.
Pool Corp. estimates it at $70 million.
Domino's Pizza, estimated to be worth $470 million.
Constellation Brands (STZ -2.33%), estimated at $1.3 billion.The six publicly traded stocks added by Berkshire Hathaway to its investment portfolio in the fourth quarter all have a significant commonality. They don't have a particularly large market value. As of the time of writing this article, the largest market value of Occidental is $43.7 billion. The market value of Sirius XM is only $7.7 billion.It is worth noting that Berkshire Hathaway already holds a majority stake in Occidental, Sirius XM, and VeriSign, with a market value of $22.1 billion. Due to the relatively small market value of other attractive investments, Buffett has been working hard to invest a large amount of cash recently. Considering that Buffett and his team manage over $600 billion in total investable assets, there simply isn't enough space in the market to accommodate these stocks for large-scale acquisitions.
原创文章，作者：btc，如若转载，请注明出处：https://www.xf1233.com/a/254
